Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Blake Miller

Milwaukee,WI

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Associate

Landaas & Company, LLC
04.2023 - Current
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Delivered strategic investment advice for individual and corporate clients.
  • Facilitated new client onboarding process and investment account setup.

Institutional Sales Associate

Robert W. Baird
06.2022 - 04.2023
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Collected data on competitors' pricing and promotions through primary and secondary research techniques.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

Education

BBA -

University of Wisconsin - Milwaukee
Milwaukee, WI
05.2022

Skills

  • Series 7 and 66 Licensed
  • Management Support
  • Workplace Safety
  • Data Entry
  • Education funds
  • Stock market understanding
  • Investment planning
  • Retirement needs
  • Client Relations

Certification

  • [Area of expertise] License - [Timeframe]

Timeline

Associate

Landaas & Company, LLC
04.2023 - Current

Institutional Sales Associate

Robert W. Baird
06.2022 - 04.2023

BBA -

University of Wisconsin - Milwaukee

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Blake Miller